See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,860 | $106,890-46.8% | $84,015-32.3% | $152,861-62.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.24% | 104.99%-85.7pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $646 | $2,734-76.4% | $1,983-67.4% | $4,762-86.4% |
| Participant deferral / active EE | $2,703 | $4,011-32.6% | $3,239-16.5% | $5,850-53.8% |
| Admin fee / account holder | $17,805 | $8,285+114.9% | $6,101+191.9% | $11,596+53.5% |